Drucker Wealth 3.0, LLC
$632M in tracked AUM across 569 positions as of Q2 2026.
Drucker Wealth 3.0's book grew 10.4% to $632.3 million in Q2 2026, but the single largest dollar move inside the 569-position filing wasn't a purchase — it was price. Vanguard S&P 500 ETF (VOO), the fund's top holding at 9.2% of assets, gained $7.2 million in value even as Drucker's share count in it edged down 0.7%; Invesco QQQ (QQQ) shows the identical pattern, up $4.4 million on a flat 0.1% share reduction. Where this manager did make real decisions, they leaned toward income and quality factors: Schwab U.S. Dividend Equity ETF (SCHD) grew 16.6% in shares (+$2.0 million), Vanguard Dividend Appreciation (VIG) added 5.8% (+$2.3 million), and Pacer US Cash Cows 100 (COWZ) grew 5.6% to become the book's second-largest position outright. On the other side, Drucker trimmed iShares MSCI EAFE (EFA) by 10.4% and Exxon Mobil (XOM) by 13.0% — real cuts to international and energy exposure — while exiting Southern Copper (SCCO) and Merck (MRK) outright and opening fresh stakes in Cummins (CMI) and Broadcom (AVGO). For a 569-line book, the picture is less about stock selection and more about factor tilts layered onto a core S&P 500/Nasdaq-100 base — and this quarter, that base did most of the heavy lifting on its own.
Quarter at a glance — Q2 2026
Position-change comparison pending.
Top 10 holdings
By portfolio weight as of Q2 2026.